> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Report on partner account fields

> Report on any field you roll up onto the partner account - ARR, headcount, a custom score - across your whole ecosystem, broken down by region, tier, or partner manager.

> For partner ops and RevOps who keep a number on the partner account and want it reported across the whole ecosystem.

Most programs already roll a number up onto the partner account in the CRM: total ARR, sourced revenue, headcount, certified engineers, a health or capacity score. Until now the **Partners** data source could only count partners, so that number was readable one record at a time and never as a total. Now you can aggregate it: sum or average any numeric or currency field on the partner's own CRM record, split it by region, tier, phase, experience, or partner manager, and put the result on a dashboard or in the partner portal.

## What you'll achieve

A saved report whose metric is a field on the partner account, aggregated across every partner you have access to and broken down by the dimension you care about, ready for a dashboard or a portal embed.

## Before you start

<Steps>
  <Step title="Confirm reporting is on your plan">
    Reporting is a plan feature, and plans cap how many saved reports and dashboards you get. If you hit the cap or see an upgrade prompt, check what your plan includes at [introw.io/pricing](https://introw.io/pricing).
  </Step>

  <Step title="Put the number on the partner account">
    The metric has to exist as a numeric or currency property on the CRM object your partners are mapped to (the company, account, or your custom partner object). Roll it up there however you already do it, with a CRM calculated property, a rollup, a workflow, or an Introw [workflow](/features/automation/workflows) writing back.
  </Step>

  <Step title="Confirm the partner mapping">
    Partners must be mapped to that CRM object, so Introw reads the field off the right record. See [Sync partners and contacts](/features/integrations/crm/guides/sync-partners-and-contacts).
  </Step>

  <Step title="Check the breakdown field is usable">
    Grouping by region, segment, or industry uses a property on the same partner record. Introw dimensions such as tier, phase, experience, and partner team roles need no CRM property at all.
  </Step>
</Steps>

## Steps

<Steps>
  <Step title="Create a report on the Partners source">
    Go to [Reports](https://app.introw.io/reports), create a report, and set the **Data source** to **Partners**. The report now has one row per partner rather than one per deal, which is what makes an account-level field aggregate cleanly.
  </Step>

  <Step title="Set the metric to the account field">
    Open the **Metric** section (**Y-axis** on a bar or line chart) and choose **Sum** or **Average**, then pick the field in **Of**. The picker lists the numeric and currency properties of the partner's CRM record, so "Total ARR" or "Certified engineers" appears next to your CRM's logo.

    Leave the aggregation on **Count** if you want a partner count instead. Count ignores the metric field entirely.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/report-builder/guides/report-on-partner-account-fields/shots/builder.png" alt="A report open in the builder with its data source, visualization and axes on the left and the chart on the right - here grouped by Partner tier, a partner account field." />
    </Frame>
  </Step>

  <Step title="Break it down">
    Set the **X-axis** (or **Breakdown** on a pie chart) to the dimension you want to compare across:

    * **Tier**, **Phase**, or **Experience** - Introw's own partner dimensions.
    * **Partner team role** - one option per role, so you get ARR per partner manager, per solution architect, or per whichever role owns the number.
    * **Any CRM property on the partner record** - region, country, segment, industry, partner type.
    * **Time** - to trend the total by the period partners were created in.

    Add a **Breakdown** on a bar or line chart to cross two dimensions at once, for example ARR by region split by tier.
  </Step>

  <Step title="Filter to the partners that should count">
    On the **Data** tab, use **Audience filters** to limit the report to a set of partners, and **Data filters** to narrow on partner properties. A scoped role only ever sees its own partners, with no per-report filter to maintain.
  </Step>

  <Step title="Save it, then put it where people look">
    Save the report, then add it to a [dashboard](/features/reporting/dashboards/guides/build-a-dashboard) for your team, or [embed it in the partner portal](/features/reporting/dashboards/guides/embed-a-dashboard-in-the-portal) so partners see their own figure. Audience filters keep a partner's view to their own data.
  </Step>
</Steps>

## Verify it worked

The preview shows one bar, slice, or line per group with a currency or number format that matches the field, and a **Number** visualization of the same report equals the total you get by summing the property in your CRM. Switch the aggregation to **Count** and the chart should fall back to partner counts, which is a quick way to confirm you picked the field you meant.

## Limits & gotchas

<Warning>
  The metric must be a **numeric or currency property of the partner's own CRM record**. A number that lives on the partner's deals is a deal report, not a partner report. Empty values behave the way they do everywhere else in the builder: a **Sum** treats a blank as 0, while an **Average** skips the partner entirely rather than diluting the result, so an average over a half-populated field is an average of the partners that have it. Min and max are not offered as aggregations.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Build a report" icon="book-open" href="./build-a-report">
    The full builder, end to end.
  </Card>

  <Card title="Embed a dashboard in the portal" icon="book-open" href="/features/reporting/dashboards/guides/embed-a-dashboard-in-the-portal">
    Show the figure to partners.
  </Card>

  <Card title="Partner analytics" icon="chart-line" href="/features/reporting/partner-analytics">
    The per-partner view of the same data.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>
